BFM

Boston Financial Management Portfolio holdings

AUM $3.31B
1-Year Est. Return 19.39%
This Quarter Est. Return
1 Year Est. Return
+19.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$799M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.82M
3
+$1.35M
4
WAT icon
Waters Corp
WAT
+$1.28M
5
ESL
Esterline Technologies
ESL
+$1.25M

Top Sells

1
+$4.59M
2
+$2.18M
3
+$2.15M
4
YUM icon
Yum! Brands
YUM
+$1.24M
5
DOC icon
Healthpeak Properties
DOC
+$841K

Sector Composition

1 Healthcare 24.51%
2 Technology 10.72%
3 Industrials 10.54%
4 Consumer Staples 10.36%
5 Energy 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.22M 0.65%
65,274
-9,617
52
$5.2M 0.65%
49,551
+422
53
$5.11M 0.64%
44,136
+236
54
$5.06M 0.63%
104,032
-1,741
55
$5M 0.63%
96,064
+1,486
56
$4.92M 0.62%
143,581
+21,575
57
$4.73M 0.59%
41,607
+200
58
$4.69M 0.59%
57,176
-6,171
59
$4.49M 0.56%
39,895
+306
60
$4.48M 0.56%
60,611
+2,794
61
$4.47M 0.56%
54,531
+515
62
$4.29M 0.54%
40,053
-620
63
$4.24M 0.53%
29,384
-1,127
64
$4.15M 0.52%
44,035
+1,411
65
$4.13M 0.52%
20,926
-562
66
$4.12M 0.52%
117,702
+950
67
$3.92M 0.49%
96,797
-1,208
68
$3.89M 0.49%
22,324
-188
69
$3.87M 0.48%
28,801
+5,562
70
$3.78M 0.47%
38,832
-2,726
71
$3.76M 0.47%
31,809
+4,230
72
$3.7M 0.46%
35,661
+2,621
73
$3.56M 0.45%
113,810
-3,825
74
$3.56M 0.44%
58,943
-5,166
75
$3.55M 0.44%
45,481
-822
1 2
3
4 5